Stephen Reagh, financial advisor Chagrin Falls OH
96 score

Stephen Reagh

CRD Number: 1376675
Current Firm: Wells Fargo Advisors, LLC

Stephen Reagh (CRD# 1376675) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Chagrin Falls, OH and has over 31 years of experience in the finance industry. Stephen Reagh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors LLC Chagrin Falls, OH Sep 2011 - Current 5
Morgan Stanley Smith Barney Pepper Pike, OH Jun 2009 - Sep 2011 2
Citigroup Global Markets Inc. Chagrin Falls, OH Jul 2001 - Sep 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Stephen H. Reagh
Phone Number: 314-875-3000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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